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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,171 | $76,551-90.6% | $123,894-94.2% | $62,881-88.6% |
| Participation rate | 41.0% | 73.0%-32.0pp | 81.4%-40.4pp | 69.3%-28.3pp |
| Annual return | 60.42% | 18.68%+41.7pp | 47.52%+12.9pp | 20.14%+40.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,138 | $4,840-55.8% | $5,984-64.3% | $3,203-33.3% |
| Admin fee / account holder | $813 | $4,826-83.1% | $8,357-90.3% | $4,296-81.1% |